To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel. Many hail from telephone, utilities and tobacco ...
Mobile technology use is advancing rapidly among investors and their advisors, but the pace is more uneven with RIA custodians.
In April tech consultant Celent predicted that smartphones will grow 35 percent in North America to 664 million...
The ocean’s receding, so to speak, on social media, and advisors who don’t get on board with social tools are going to get hit by the tidal wave, said one advisor at SIFMA's social media seminar.
Missing your highlighter in today's digital age? Flow punch back into your data reports with Roambi — a mobile app that takes Excel, Salesforce, plus a host of other sources, spinning them into interactive rainbows. No more dozing clie...
